CP
CP

Craig Prudhomme

19 Years of Experience
Moose Lake, MN
BrokerSells Insurance

Craig Prudhomme is a registered investment advisor at LPL Financial LLC, based in Moose Lake, MN, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

400 Elm Avenue, Moose Lake, MN, 55767

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig is a partner with his spouse in Milkweedmeadow, an online retail business, and the president/owner of CE Prudhomme Investments, LTD, a financial services company. He also operates Agate Financial Services as a DBA for his LPL business, dedicating full-time hours to it, and works with ICAG Ins Services Agency, SBG, InSource, and Newman Long Term Care selling non-variable insurance, dedicating a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Ica Group Wealth Management, LLC
June 2021 - August 2024 · 3 yrs 2 mos
Investment Centers of America, INC.
April 2007 - November 2017 · 10 yrs 7 mos
Investment Centers of America, INC.Broker
March 2007 - November 2017 · 10 yrs 8 mos
State Registrations2 states
FLMN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Prudhomme - Financial Advisor | TrueAdvisor